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Workday®: How to Create a Custom Worklet for Segmentation

Last Updated July 12, 2023

Brief Overview

If you wish to segment content for a group that does not have a specific Worklet defined for their group, a solution is to create a custom Worklet for the group.

The following instructions will guide you through creating a custom report that will be surfaced via a Worklet, and only visible to a specific group (or even specific users) of your choosing.

The report will give you a Worklet ID to segment with, but will not create the actual Worklet visible for the group to use.

Steps for Creating a Custom Worklet for Segmentation

Step 2 — Fill out the required fields

  • Name: Name it something specific to the security role and add “Walkme,” e.g. Walkme_HRAdmin_Worklet;
  • Report Type: Use “Advanced”;
  • Data Source: Many potential options here, but choose one that would be available to the group.
    • For example, “All Positions” is a strong option

Step 3 — Go to the “Output” tab and follow the below instructions

Step 4 — Add some report fields on the “Columns” tab. Fill in a Business Object, and at least one field

Step 5 — Click Ok to save

Step 6 — Refresh the page and with the Editor run the
walkMeWorkday.segmentation.worklets console command

Step 7 — Confirm you find the Worklet name in the dropdown options. Use this ID in the Segmentation Engine.

Tip Tuesday Videos

Worklet Segmentation

To see more Tip Tuesday videos on WalkMe World click here.

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